Member Service Associate
About The Position
The Member Service Associate acquires, expands, and enriches member relationships while providing exceptional, personalized service. The role focuses on identifying members’ financial needs, recommending appropriate products and services, pursuing additional business, and meeting or exceeding sales expectations. It also involves processing member transactions accurately, handling cash and accounts, supporting lending activities, and referring members to specialized departments when appropriate. The associate contributes to a collaborative, diverse, and inclusive workplace and supports GreenState Credit Union’s mission and community involvement. The schedule is Monday through Friday, 8:15 a.m. to 5:10 p.m. The hourly pay range is $21.46–$25.08, with a monthly incentive opportunity and a progressive benefits package.
Requirements
- At least one year of similar or related experience, or 12 months in an MSR role with knowledge of credit union accounts and products and the ability to handle a wide variety of functions quickly and accurately.
- High school diploma or GED.
- High energy, sales ability, and interpersonal skills to represent the credit union professionally.
- Ability to coordinate and prioritize assignments and organize work efficiently; good time-management skills to meet deadlines.
- Accuracy and attention to detail.
- Proficiency with related computer applications, spreadsheets, word processing, and database applications.
- Proven relationship-building skills and techniques.
- Self-motivation, sound judgment, and ability to work independently with minimal direction.
- Ability to maintain composure and solve problems as they arise.
- Ability to develop and maintain positive and effective working relationships.
- Must be bondable.
- Must be registered pursuant to S.A.F.E. Act requirements.
Responsibilities
- Follow Credit Union Service Standards and support GreenState’s mission and vision.
- Provide positive service to internal and external members and guests, including greeting them promptly, acknowledging them, and thanking them for their business.
- Demonstrate teamwork and maintain positive interactions with coworkers.
- Protect the confidentiality of member information and account records, verify identification when necessary, and provide account information only to authorized owners.
- Ask questions, listen to members’ needs, and recommend suitable solutions and products.
- Profile members to identify opportunities for additional business and make weekly outbound sales calls.
- Structure loan applications, work with underwriters, and follow lending policies and regulations.
- Perform MSR duties, including accurately balancing a cash drawer and following cash-handling, check-handling, and identification procedures.
- Build member relationships by identifying financial needs, providing appropriate GreenState products and services, or referring members to specialized departments.
- Participate in promotions, contests, and departmental activities that support team goals.
- Sell loan protection products.
- Maintain knowledge of federal deposit regulations and procedures.
- Perform vault duties, including cash ordering, balancing, drawer audits, and scheduling.
- Participate in community service organizations and/or credit union-sponsored events.
- Work scheduled hours punctually and work overtime as business demands require.
- Follow applicable state and federal regulations and credit union policies and guidelines.
Benefits
- Progressive benefits package
- Monthly incentive opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
